|
⚲
|
| TSA Wealth Management LLC
✚
| |
|---|---|
| CRD # | 323123 |
| SEC # | 801-126689 |
| CIK # | |
| AUM | $267.2 MM (2024-07-02) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 713-735-9217 |
| Address | 5718 Westheimer Road Houston, TX 77057 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 49.8 |
| (b) Individuals (high net worth individuals) | 116 | 207.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.8 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 636 | 267.2 |
| By Discretionary | ||
| Discretionary | 636 | 267.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 636 | 267.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 267.2 | |
| Total | 636 | 267.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Addington Financial Group LLC
✚
|
TX | 0.3 |
|
AllSquare Wealth Management LLC
✚
|
NY | 0.3 |
|
Vestura LLC
✚
|
WI | 0.3 |
|
Slagle Financial LLC
✚
|
IL | 0.3 |
|
Southwest Investment Advisors Inc
✚
|
AZ | 0.3 |
|
Balanz Advisors LLC
✚
|
FL | 0.3 |
|
Schuchard Capital Management Inc
✚
|
MI | 0.3 |
|
Peachtree Investment Partners LLC
✚
|
FL | 0.3 |
|
Victoria Capital Management Inc
✚
|
SC | 0.3 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.3 |